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IFG Advisory’s WisdomTree US High Dividend Fund DHS Stock Holding History

IFG Advisory’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Buy
+4,302
New +$479K 0.02% 616
2026
Q1 		– Sell
-4,393
Closed -$447K – 452
2025
Q4 		$447K Buy
4,393
+23
+0.5% +$2.32K 0.02% 535
2025
Q3 		$440K Sell
4,370
-422
-9% -$41.9K 0.02% 524
2025
Q2 		$460K Sell
4,792
-402
-8% -$37.7K 0.02% 484
2025
Q1 		$515K Sell
5,194
-20
-0.4% -$1.93K 0.03% 434
2024
Q4 		$487K Buy
+5,214
New +$501K 0.03% 427
2024
Q3 		– Sell
-5,729
Closed -$485K – 438
2024
Q2 		$485K Buy
+5,729
New +$485K 0.03% 405
2024
Q1 		– Sell
-6,502
Closed -$534K – 416
2023
Q4 		$534K Sell
6,502
-184
-3% -$14.4K 0.04% 350
2023
Q3 		$522K Buy
+6,686
New +$539K 0.04% 333
2023
Q2 		– Sell
-6,685
Closed -$550K – 356
2023
Q1 		$550K Buy
6,685
+2
+0% +$171 0.05% 303
2022
Q4 		$575K Buy
6,683
+2
+0% +$169 0.06% 290
2022
Q3 		$506K Buy
6,681
+397
+6% +$32.9K 0.05% 310
2022
Q2 		$517K Buy
6,284
+405
+7% +$35.3K 0.05% 283
2022
Q1 		$517K Sell
5,879
-356
-6% -$30.4K 0.05% 304
2021
Q4 		$514K Buy
6,235
+82
+1% +$6.52K 0.05% 292
2021
Q3 		$473K Buy
6,153
+161
+3% +$12.7K 0.05% 302
2021
Q2 		$468K Hold
5,992
– – 0.05% 304
2021
Q1 		$457K Buy
5,992
+1
+0% +$72 0.06% 315
2020
Q4 		$415K Sell
5,991
-471
-7% -$31.4K 0.06% 295
2020
Q3 		$403K Sell
6,462
-708
-10% -$45K 0.07% 265
2020
Q2 		$446K Buy
7,170
+2,198
+44% +$135K 0.08% 238
2020
Q1 		$281K Buy
+4,972
New +$348K 0.06% 279
2018
Q1 		– Sell
-35,896
Closed -$1.37M – 338
2017
Q4 		$1.37M Buy
+35,896
New +$2.56M 0.31% 78

Other funds holding DHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG Advisory's DHS Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US High Dividend Fund (DHS) in Q2 2026: 4,302 shares worth $489K. The stake represents 0.02% of the portfolio and ranks #616 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DHS as recently as Q4 2025.

IFG Advisory first reported a position in DHS in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2017. 251 funds tracked by Wall St. Rank hold DHS as of Q2 2026.

  • IFG Advisory held 4,302 shares of WisdomTree US High Dividend Fund worth $489K as of Q2 2026.
  • WisdomTree US High Dividend Fund was a new IFG Advisory position in Q2 2026.
  • WisdomTree US High Dividend Fund made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #616 holding.
  • IFG Advisory first reported a position in WisdomTree US High Dividend Fund in Q4 2017 and has held it in 23 quarters since.
  • IFG Advisory's WisdomTree US High Dividend Fund position peaked at $1.37M in Q4 2017.
  • 251 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.